1. Choose your Affinity Group

* Equal Opportunity / Affirmative Action

We serve Equal Opportunity Employers and are an Equal Opportunity Employer. The Professional Diversity Network has separate professional networking sites for different affinities, and in selecting the groups you identify with, you will be joined with those networks.

Note: Providing this information is strictly voluntary - you will not be penalized or subjected to adverse treatment. If you choose not to provide this information, simply select "Choose not to identify."

2. Choose Method
Sign in with LinkedIn
Sign in with Facebook

Tell us about yourself

Senior Small Business Banker
at BOK Financial
Denver, CO

Senior Small Business Banker
at BOK Financial
Denver, CO

Save or bookmark jobs as you go and access them anytime later with your account.



Req ID: 50694 

Areas of Interest: Branch Business Banking 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.          .

The Senior Small Business Banker is responsible to facilitate a consistent experience providing Cash Flow Management advice to clients. The Senior Small Business Banker will be responsible for driving Business Sales and Revenue growth in all branches within the BOKF Footprint during branch originated interactions. This will be accomplished by working to grow business deposits, loans and revenue through the retention and cross sell of business products and services to existing and prospective business customers through phone, video and online interactions. The Senior Small Business Banker is both a producer and expert resource for the Branch Delivery Channel as well as serving as a mentor to other Virtual Business Experts as it pertains to business credit and addressing complex transactions.

  1. Develops and executes cash flow management development plan for clients and prospects via the phone or video. Meets with new and existing business clients to identify needs and recommend solutions based on the banks current product offerings that include deposits, credit, treasury, merchant services and other business solutions, including other partner product, such as consumer and wealth management referrals.
  2. Partner with banking center staff to help drive business production and increase revenue. Demonstrate expertise with all business products and services. The Business Expert provides coaching and support to the Contact Center, Branch Managers and Relationship Bankers in originating/referring business products virtually by phone or video. The Business Expert will identify large and complex business opportunities and refer to a Relationship Manager, Treasury Services Officer or other lines of business.
  3. Provides support to branches during business development calls via the telephone or by video.
  4. Develop and retain relationships with assigned portfolio clients.
  5. Assist the Team Lead in coaching and developing of Branch Business Banking Sales process to improve Branch Business Banking results. This may include but not limited to helping lead sales calls, assist team members with complex account relationships, guide less experienced team members in matters relating to credit policy and complex financial arrangements, leading assigned projects. Serve as a resource to team members in the areas of marketing, new business development, loan analysis and servicing.

  • Strong knowledge and understanding of Small Business Banking lending practices
  • Working knowledge of accounting principles and practices
  • Strong knowledge of Small Business Banking products, process and policies
  • Broad working knowledge of Consumer Banking, Business Banking, Merchant and Treasury Services
  • Demonstrated capacity to sell business products/services within the financial services industry to business clients
  • Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
  • Excellent problem solving skills
  • Proficient PC skills including knowledge of word processing and spreadsheet applications
  • Proficient phone skills including knowledge of Cisco phone systems
  • Ability to partner and influence with advanced leadership skills
  • Strong organizational and time management skills
This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or a related field and at least 8-10 years of Small Business Banking experience. A minimum of 8-10 years Financial Services experience with business banking sales or outside consultative business to business sales experience; OR 15+ years of equivalent work related experience.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions. 

Similar Jobs

See All »

Other Jobs at BOK Financial

See All »